+9.0%
MSFT vs META
+0.7%
+8.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.4% | +5.2% | +6.5% |
| 7D | +4.7% | +2.9% | +1.8% | +4.3% |
| 30D | +5.8% | -15.1% | +20.9% | +8.0% |
| 3M | +13.0% | +7.2% | +5.8% | +11.8% |
| 6M | +34.9% | +3.4% | +31.5% | +33.2% |
| YTD | +15.7% | -4.3% | +20.0% | +13.6% |
| 1Y | +9.0% | +0.8% | +8.2% | +4.9% |
| All | +9.0% | +0.7% | +8.3% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside META.
Daily Out/Under-Performance
Portfolio return minus META return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × META return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded META wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling